Stephen Willis

I am a student at Mercer University majoring in Finance and minoring Data Science.

At Mercer University, under the guidance of Dr. Geoffrey Ngene, I worked with a team of students in the Student Managed Investment Fund (SMIF) to develop comprehensive equity research reports on Tesla (TSLA) and Phillips 66 (PSX).

We used several financial valuation models—including the Dividend Discount Model (DDM), Discounted Cash Flow (DCF), Residual Income Model (RIM), and Relative Valuation Models (RVM)—to determine each company’s intrinsic value and provide informed buy or sell recommendations.

I am a Finance major with a Data Science minor at Mercer University, currently holding a 3.81 GPA. I am a member of the Student Managed Investment Fund (SMIF), where I help manage a portfolio exceeding $1.3 million in real assets. I also serve as Vice President of Minorities in Business and actively participate in other campus organizations, including the Financial Management Association (FMA) and the professional business fraternity, Delta Sigma Pi (DSP).